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Invesco S&P 500 Low Volatility ETF

685 hedge funds and large institutions have $4.17B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 184 increasing their positions, 294 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $494K

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

1% less funds holding

Funds holding: 690685 (-5)

6.77% less ownership

Funds ownership: 67.09%60.31% (-6.8%)

17% less capital invested

Capital invested by funds: $5.04B → $4.17B (-$873M)

37% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 294

Holders
685
Holders Change
-5
Holders Change %
-0.72%
% of All Funds
9.89%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
49
Increased
184
Reduced
294
Closed
45
Calls
$1.16M
Puts
$494K
Net Calls
+$662K
Net Calls Change
-$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
701
Cardiff Park Advisors
California
-$658K -9,986 Closed
CBFP
702
Cedar Brook Financial Partners
Ohio
-$602K -9,135 Closed
QT
703
Quantbot Technologies
New York
-$497K -7,542 Closed
SWA
704
SFMG Wealth Advisors
Texas
-$453K -6,881 Closed
RWM
705
Revisor Wealth Management
Ohio
-$368K -5,727 Closed
CIA
706
Choate Investment Advisors
Massachusetts
-$329K -4,994 Closed
Balyasny Asset Management
707
Balyasny Asset Management
Illinois
-$315K -4,781 Closed
USCWA
708
U.S. Capital Wealth Advisors
Texas
-$310K -4,703 Closed
IIA
709
Integral Investment Advisors
California
-$295K -4,500 Closed
ARC
710
Advisor Resource Council
Texas
-$278K -4,413 Closed
EC
711
Estate Counselors
Wisconsin
-$257K -3,900 Closed
FFB
712
First Financial Bankshares
Texas
-$242K -3,667 Closed
PIAS
713
PCA Investment Advisory Services
Ohio
-$239K -3,622 Closed
PCIA
714
Prime Capital Investment Advisors
Kansas
-$232K -3,521 Closed
D
715
Diversified
Delaware
-$230K -3,485 Closed
SWA
716
Stratos Wealth Advisors
Ohio
-$220K -3,337 Closed
SLC
717
Second Line Capital
Louisiana
-$209K -3,173 Closed
WAM
718
WealthTrust Asset Management
Florida
-$208K -3,154 Closed
AWA
719
Alta Wealth Advisors
Massachusetts
-$206K -3,129 Closed
4WM
720
49 Wealth Management
Texas
-$204K -3,123 Closed
WH
721
Whitcomb & Hess
Ohio
-$206K -3,120 Closed
MAWCM
722
Mine & Arao Wealth Creation & Management
California
-$128K -1,948 Closed
IPW
723
Impact Partnership Wealth
Georgia
-$72.1K -1,094 Closed
First Manhattan
724
First Manhattan
New York
-$61.3K -930 Closed
NFSG
725
Newbridge Financial Services Group
Florida
-$31.4K -477 Closed

SPLV Hedge Fund Activity: Q2 2024 in Review

685 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2024, worth a combined $4.17B — down 17% from $5.04B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SPLV positions and 45 closed out — a net gain of 4 holders — while 184 added to existing stakes and 294 trimmed.

The largest buyer was Alaska Permanent Fund, adding an estimated $95M. The largest seller was Dow Chemical Company, exiting entirely with an estimated $263M sold.

  • 685 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2024, down from 690 in Q1 2024.
  • Funds reported $4.17B of Invesco S&P 500 Low Volatility ETF stock for Q2 2024, down 17% quarter-over-quarter.
  • 49 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2024 and 45 closed out, a net change of +4 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q2 2024 was Alaska Permanent Fund, an estimated $95M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q2 2024 was Dow Chemical Company, an estimated $263M sold.

Based on aggregated 13F filings for Q2 2024.